Meridian Financial’s Hartford Strategic Income ETF HFSI Stock Holding History

Meridian Financial’s Portfolio HFSI Stock Details HFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$312K	Sell	9,299 -167	-2%	-$5.8K	0.15%	115
2026 Q2	$333K	Sell	9,466 -484	-5%	-$17K	0.16%	106
2026 Q1	$345K	Sell	9,950 -1,000	-9%	-$35.5K	0.19%	100
2025 Q4	$389K	Buy	+10,950	New	+$391K	0.21%	89

Other funds holding HFSI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Meridian Financial's HFSI Position: Q3 2026 in Review

Meridian Financial reduced its Hartford Strategic Income ETF (HFSI) stake by 1.8% in Q3 2026, selling an estimated $5.8K and leaving 9,299 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #115.

Meridian Financial first reported a position in HFSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 6 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

Meridian Financial held 9,299 shares of Hartford Strategic Income ETF worth $312K as of Q3 2026.
Meridian Financial sold 167 Hartford Strategic Income ETF shares in Q3 2026, an estimated $5.8K.
Hartford Strategic Income ETF made up 0.15% of Meridian Financial's portfolio in Q3 2026, its #115 holding.
Meridian Financial first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 4 quarters since.
Meridian Financial's Hartford Strategic Income ETF position peaked at $389K in Q4 2025.
6 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.